Eastspring Investments' Gupta on Markets, Strategy

The video discusses the current state of global markets, focusing on the stabilization seen in recent weeks and the impact on the Chinese economy. It highlights the cautious approach towards emerging market equities, with a preference for investments in the US and Europe. The discussion also covers the investability of China, emphasizing the attractiveness of Asian high yield bonds from a medium-term perspective. The video concludes with insights into market mispricing and the opportunities it presents for long-term investors.

What is the current focus of global investors according to the first section?

• Emerging market equities

• US and European markets

• Chinese equities

• Cryptocurrency markets

Which Southeast Asian country is viewed positively due to its vaccination drive?

• Vietnam

• Thailand

• Malaysia

• Indonesia

In the context of Chinese investments, what is considered more attractive than equities?

• Real estate

• Commodities

• Bonds

• Cryptocurrencies

What is the main reason for the sharp moves in the high yield space?

• Long-term investor strategies

• Knee-jerk reactions to news and policies

• Stable economic conditions

• Increased demand for equities

What creates opportunities for long-term investors in the high yield market?

• Government interventions

• High inflation rates

• Short-term mispricing

• Stable market conditions